Government Contract | New Hampshire
457 Plan Investment Advisory and Consulting Services

Bid Information

Bid Alert No: 00000404286

Bid Title: 457 Plan Investment Advisory and Consulting Services

Agency Bid No. Title: RFP 2016-183

Received Date: 10/28/2015

Close Date: 11/04/2015

Purchase Type: Term:

Delivery Point:

Delivery Date: Not Stated

Special Notices: Bidder Preregistration


Specifications include, but are not limited to:CONSULTING SERVICESInvestment Performance MonitoringConduct quarterly fund performance reviews that include at a minimum: Provide a general overview of the current market conditions and performance, including stocks, bonds,international markets, and industry sectors. Review the Plans portfolio of funds, including investment style, plan expenses and risk/reward profiles. Conduct a comparison of Plan investment options in each asset category to appropriate benchmarks. Provide historical performance returns, major holdings, sector weightings, manager information, andportfolio statistics (ratings, asset size, etc.) of the funds. (Fund ratings can be done by proprietary ranking orthird party public source) Monitor and report on manager and/or fund investment strategy changes. Monitor Custom Stable Value Fund product, the book to market differential, review and advise onunderlying investments and current and future risks, as they relate to the NH SFV IPS.Investment Option SelectionProvide ongoing assistance with investment options, including, but not limited to: Assisting with adding and/or eliminating investment options by reviewing funds in accordance with theCommission IPS and GWLA / Empower Retirement contract. Conduct a fund search and makerecommendations for a replacement option in such cases. Evaluate and provide a recommendation, as requested, in regard to new fund category offerings, such asguaranteed income products, sector funds and lifestyle funds Assisting the Commission in evaluating and if needed, recommending changes in the portfolio of the NHCustom Stable Value Fund, through changes to the SVF IPS Review and recommend changes, if needed, with SDB window option contained in the Plan. Informing the Commission of industry and plan sponsor trends, as well as new investment products ormethods of offering investment products. Monitor revenue sharing and investment fees and make recommendations, including wrap fees, to ensurethat plan revenue is sufficient to cover plan expenses and GWLA revenue requirement.

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Product Code: 94656

Agency Information

Issuing Agency: State of New Hampshire - Department of Administrative Services

State: New Hampshire

Agency Type: State and Local

Contact: Robert Stowell Bureau of Purchase and Property, 25 Capitol Street, Room 102, State House Annex, Concord, New Hampshire, 03301

Phone: 603-271-2201

Fax: 603-271-2700




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